SemiAnalysis

Share this post

Trailing Edge is Going Gangbusters ($KLIC)

www.semianalysis.com

Trailing Edge is Going Gangbusters ($KLIC)

Dylan Patel
Apr 29, 2021
4
Share this post

Trailing Edge is Going Gangbusters ($KLIC)

www.semianalysis.com

SemiAnalysis has been clamoring about $KLIC for months on Twitter and backchannels, but recently extremely bullish news has been come out. Even after the recent run up, it is currently trading at about 12-13x SemiAnalysis’s 2021 Projected EPS ($4.5). This is well above Wall Street consensus, but there is room for this estimate to be beaten.

Read →
  • New First
  • Chronological
© 2023 SemiAnalysis
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing